We are working on moving a client from current Sales Cloud to Financial Services Cloud.
As Digital product owners, what are the top things we must prioritize?
This is for wealth management business.
(Couple we know is using Person Account, Household Data model)
What other things we must consider before moving to this cloud ?
A few high-priority ones for a wealth management move:
1. Person Accounts are a one-way door. Once enabled in production you cannot turn them off, and they merge Account and Contact into a single record, which forces account sharing to Controlled by Parent or Private and rewrites your legacy B2B sharing. Prove the whole migration in a full sandbox first.
2. Automation and integration re-platforming. Every trigger, flow, validation rule, report, and integration built on the old Account/Contact split has to be re-pointed at the Person Account and FSC model. This is usually the biggest hidden effort.
3. Relationship and household modeling. FSC value for wealth is the household plus reciprocal roles (client, spouse, beneficiary, POA, advisor). Design this up front, because it drives both sharing and rollups.
4. Financial data model and rollups. Decide which FSC objects you actually need (Financial Accounts, Assets and Liabilities, Goals) and configure rollups such as AUM to the household. Adopt selectively rather than switching everything on.
5. Licensing and compliance. FSC needs an FSC Permission Set License per user and costs more, so confirm license mapping and budget. Wealth is regulated, so plan advisor book-of-business visibility and evaluate Shield (encryption, field audit, event monitoring) and data classification early.
Since you are already on Person Accounts plus Households, your data-model direction is right — the risk is mostly the sharing changes and re-platforming existing automation.
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